See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,853 | $109,327-29.7% | $89,391-14.0% | $158,922-51.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 28.56% | 345.68%-317.1pp | 245.62%-217.1pp | 302.83%-274.3pp |
| Employer contribution / active EE | $15,900 | $3,170+401.6% | $2,586+515.0% | $4,761+234.0% |
| Participant deferral / active EE | $18,550 | $4,598+303.4% | $3,890+376.9% | $5,982+210.1% |
| Admin fee / account holder | $30 | $6,153-99.5% | $4,881-99.4% | $11,246-99.7% |